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RE Dickinson Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

RE Dickinson Investment Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-41
Closed -$5K – 272
2022
Q2 		$5K Sell
41
-466
-92% -$55.7K ﹤0.01% 202
2022
Q1 		$62K Buy
507
+310
+157% +$38.9K 0.04% 80
2021
Q4 		$25K Buy
+197
New +$25.4K 0.02% 118

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RE Dickinson Investment Advisors's IEI Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 41 shares — an estimated $5K sold.

RE Dickinson Investment Advisors first reported a position in IEI in Q4 2021 and held it in 3 quarters. The position peaked at $62K in Q1 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • RE Dickinson Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 41 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $5K.
  • RE Dickinson Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • RE Dickinson Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $62K in Q1 2022.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.